See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,408 | $165,335+193.6% | $149,696+224.3% | $158,922+205.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 17.99% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,022 | $5,103-1.6% | $4,644+8.1% | $4,761+5.5% |
| Participant deferral / active EE | $12,358 | $7,181+72.1% | $6,842+80.6% | $5,982+106.6% |
| Admin fee / account holder | $2,509 | $10,807-76.8% | $9,309-73.0% | $11,246-77.7% |